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Carol Ashmen

Wealthcare Capital Partners, LLC
37 Years of Experience
Towson, MD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Carol Ashmen is a registered investment advisor at Wealthcare Capital Partners, LLC, based in Towson, MD, with 37 years of industry experience. Carol is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 717 clients with $410M in assets under management.

Wealthcare Capital Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
717 clients
Average Client Portfolio
$568K average
Assets Under Management
$407.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Maximum annual fee rate is up to 1.85%. Fees are negotiable at the sole discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

920 Providence Road, Suite 201, Towson, MD, 21286

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Carol is an insurance agent and registered representative with MS Howells & Co since June 2023, implementing insurance recommendations. She is also dually registered with Wealthcare Capital Partners as an Investment Advisor Representative and MS Howells as a Registered Representative since May 2024.

Employment History
Current Registrations
Wealthcare Capital Partners, LLC
May 2024 - Present · 2 yrs 5 mos
M. S. Howells & CO.Broker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Atlantic Financial Services, INC.
May 1999 - December 2024 · 25 yrs 7 mos
Atlantic Securities, INC.Broker
February 1989 - June 2023 · 34 yrs 4 mos
Blinder, Robinson & CO., INC.Broker
February 1989 - May 1989 · 3 mos
State Registrations1 state
MD
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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